Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cypress Point Wealth Management, LLC

$228 Million
Q3 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,022,812 shares of DFAC stock, worth $35.8 Million. This represents 15.36% of its overall portfolio holdings.

Number of Shares

1,022,812

Previous 991,735 3.13%

Holding current value

$35.8 Million

Previous $32 Million 9.69%

% of portfolio

15.36%

Previous 16.82%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$31.05 - $34.29 $964,940 - $1.07 Million	31,077 Added 3.13%	1,022,812 $35.1 Million
Q2 2024 Jul 26, 2024	BUY	$30.09 - $32.37 $890,423 - $957,893	29,592 Added 3.08%	991,735 $32 Million
Q1 2024 May 07, 2024	BUY	$28.62 - $31.95 $9.14 Million - $10.2 Million	319,216 Added 49.65%	962,143 $30.7 Million
Q4 2023 Jan 17, 2024	BUY	$24.91 - $29.38 $1.69 Million - $1.99 Million	67,674 Added 11.76%	642,927 $18.8 Million
Q3 2023 Oct 31, 2023	BUY	$26.05 - $28.22 $982,553 - $1.06 Million	37,718 Added 7.02%	575,253 $15.1 Million
Q2 2023 Jul 20, 2023	BUY	$24.86 - $27.15 $545,428 - $595,671	21,940 Added 4.26%	537,535 $14.6 Million
Q1 2023 May 08, 2023	BUY	$24.18 - $26.58 $991,186 - $1.09 Million	40,992 Added 8.64%	515,595 $13.1 Million
Q4 2022 Feb 01, 2023	BUY	$22.49 - $25.81 $6.47 Million - $7.43 Million	287,711 Added 153.95%	474,603 $11.5 Million
Q3 2022 Oct 31, 2022	BUY	$22.24 - $26.54 $505,804 - $603,599	22,743 Added 13.86%	186,892 $4.16 Million
Q2 2022 Aug 08, 2022	BUY	$22.75 - $27.77 $1.25 Million - $1.53 Million	54,975 Added 50.36%	164,149 $3.83 Million
Q1 2022 Apr 29, 2022	BUY	$25.76 - $29.21 $1.08 Million - $1.23 Million	41,995 Added 62.51%	109,174 $3.01 Million
Q4 2021 Jan 27, 2022	BUY	$26.63 - $29.09 $106,972 - $116,854	4,017 Added 6.36%	67,179 $1.95 Million
Q2 2021 Aug 04, 2021	BUY	$25.92 - $26.98 $1.64 Million - $1.7 Million	63,162 New	63,162 $1.7 Million

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Account

Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History